Frequently Asked Questions and Answers

A.Once you start our tax filing system, you will need to accept the Terms of Use and thereafter, enter the “Basic Information” section.  The system will prompt you for information such as taxpayer’s name and Social Security number (and if applicable, your spouse’s), mailing and eMail addresses, filing status and so forth. The Government requires that you give us a valid and correct eMail address and it is your responsibility to make your eMail system accept eMails from our domain, FileYourTaxes.com. We communicate with you by eMail.

FileYourTaxes.com provides you two approaches in the data entry preparation process. You may choose either the interview method or the forms based method. If you select the interview method, you will be presented with a sequence of questions, pertaining to the different aspects of the filing, to determine the tax parameters for your filing and then to provide you with the applicable input forms. Please be certain to go through the whole sequence so that you will not overlook any of the advantages that may be available to you. If you choose the forms based method, before you begin the “Basic Information” section, you should determine and choose the input pages that apply to you. Click here if you are not sure what input pages to use. After choosing your input forms, when you click on the submit button, the system will automatically present all the forms your requested, one at a time, for you to fill out.

At the end of each multi-instance input form, you will be prompted for your response as to whether you need to input data on more than one similar form.  For example, if you have three W-2s, check the SAVE & ADD NEW button at the bottom of the form to keep obtaining new input forms for each W-2 you have. For instance two of the W-2 forms may be yours and the other may belong to your spouse if married filing jointly.

If you chose a form input page that you do not need, you can click on the DELETE FORM button at the bottom of the input page.  This form will not be included in your file.

The FileYourTaxes.com system is generally capable of constructing and e-filing Personal Income Tax returns containing the following items:

INCOME ITEMS

Wages, salaries, tips, etc.; Taxable interest; Tax-exempt interest; Dividends; Taxable refunds, Credits or Offsets of State and Local Income Taxes; Alimony received; Business Income; Capital gains or losses; Other Gains and Losses; IRA distributions received (with certain Distribution Codes); Pensions and annuities (with determined taxable amounts); Supplemental Income and Loss (Rentals, etc); Farm Income or Loss; Unemployment Compensation; Social Security Benefits; Certain other income, including but not limited to Gambling Winnings and Foreign Income.

ADJUSTMENT TO GROSS INCOME

Educator expenses; Certain employee business expenses; Moving expenses; SE Tax; Keogh and other qualified plans; SE health insurance deduction; Penalty on early withdrawal of savings; Alimony paid; IRA deductions for yourself and/or your spouse; Student loan interest deduction; Tuition and fees deduction; Domestic production activities deduction and certain Other adjustments.

CREDIT ITEMS

Foreign tax credit; Credit for child and dependent care expenses; Credit for elderly and disabled; Education credits; Retirement savings contribution credit; Child tax credit; Additional child tax credit; Mortgage interest credit; Fuel tax credit; Energy and other various credits and Earned income credit.

OTHER TAXES

Alternative minimum tax; Self-employment tax; Social Security and Medicare tax on tip Income not reported to employer; Additional tax on retirement and other distributions; Advance EIC payments; Household employment taxes and Uncollected Social Security and Medicare tax on tips or group life insurance.

TAX PAYMENTS YOU MADE

Income tax withheld from information return statements (W-2s, 1099s, etc.); Estimated tax payments made; Amounts paid by extensions and Excess Social Security and RRTA payments; certain other payments.

REFUND/BALANCE DUE ITEMS

For refunds; Direct deposit of your refund,  Paper Check, and other refund settlement products; For balance due payments: Paper Payment Vouchers (may also use  Electronic Funds Withdrawal, and Direct Debit (ACH Debit) payment option.

EXTENSIONS

Extensions to File Personal Income Tax (Does not extend the time to pay)

A:   The following table breaks down the various items to be reported into their respective “pages” or sections.  For the full, detailed alphabetical listing of items and their sections, click on the link following the table. 

Certain forms such as the Earned Income Credit, Self Employment Tax, Alternative Minimum Tax, Passive Activity Loss Limitations, Nondeductible IRA, Retirement Savings Contributions Credit and Child Tax Credits will be generated automatically. Other forms such as, the Depreciation and Amortization, Non–cash Charitable Contributions, Business Use of Home will be invoked through the primary parent forms you will choose.

 

 

 

 

INFORMATION / DATA	FORM
BASIC INFORMATION	Basic
WAGES, SALARIES, ETC. (REPORTED ON W-2 FORM)	FORM W-2
PENSIONS, RETIREMENT AND IRA DISTRIBUTIONS	FORM 1099-R
GAMBLING INCOME REPORTED ON FORM W-2G	FORM W-2G
ITEMIZED DEDUCTIONS	SCHEDULE A
INTEREST AND DIVIDEND INCOME	SCHEDULE B
BUSINESS INCOME OR LOSS	SCHEDULE C
CAPITAL GAINS AND LOSSES	SCHEDULE D
RENTAL, ROYALTY, K-1 RELATED AMOUNTS	SCHEDULE E
EARNED INCOME CREDIT (EIC), DEPENDENTS CHILD TAX CREDIT	Dependents & Household Members Page
FARM INCOME OR LOSS	SCHEDULE F
HOUSEHOLD EMPLOYMENT TAX	SCHEDULE H
CREDIT FOR ELDERLY AND DISABLED	SCHEDULE R
OTHER INCOME, EXPENSE, CREDIT, PAYMENT  AND INFORMATION ITEMS	Additional Income Page
DEBT DISCHARGE TAX REDUCTION	FORM 982
FOREIGN TAX CREDIT	FORM 1116
REFUND DUE A DECEASED TAXPAYER	FORM 1310
EMPLOYEE BUSINESS EXPENSES	FORM 2106
MULTIPLE SUPPORT AGREEMENT	FORM 2120
CHILD AND DEPENDENT CARE EXPENSES/CREDIT	FORM 2441
FOREIGN INCOME EXCLUSION & HOUSING DEDUCTION	FORM 2555
MOVING EXPENSES	FORM 3903
FUEL TAX CREDIT   FEDERAL	FORM 4136
TAXES ON UNREPORTED TIP INCOME	FORM 4137
CASUALTIES AND THEFTS	FORM 4684
SALES OF BUSINESS PROPERTY	FORM 4797
INVESTMENT INTEREST EXPENSE DEDUCTION	FORM 4952
ALLOCATION OF TAX TO GUAM AND CNMI	FORM 5074
ALTERNATIVE MINIMUM TAX	FORM 6251
INSTALLMENT SALE INCOME	FORM 6252
TAX SHELTER REPORTING	FORM 8271
MORTGAGE INTEREST CREDIT	FORM 8396
PASSIVE ACTIVITY LOSS LIMITATION	FORM 8582
NON-DEDUCTIBLE IRA CONTRIBUTIONS	FORM 8606
LIKE-KIND EXCHANGES	FORM 8824
CONFLICT-OF-INTEREST SALES	FORM 8824
EIC INFORMATION OF DISALLOWED PERSONS	FORM 8862
EDUCATION CREDITS	FORM 8863
QUALIFIED RETIREMENT SAVINGS CREDIT	FORM 8880
CHILDREN WHO ARE NOT DEPENDENTS   FOR CTC	FORM 8901
DOMESTIC PRODUCTION ACTIVITIES	FORM 8903
FIDUCIARY RELATIONSHIPS	FORM 56
EXTENSION TO FILE	FORM 4868
EXTENSION TO FILE-US CITIZENS/RESIDENTS WITH FOREIGN INCOME/HOUSING EXCLUSION	FORM 2350
INSTALLMENT AGREEMENT	FORM 9465
STATE SPECIFIC ITEMS	State Forms

 

A : Electronic Filing (eFile) is the most popular method of filing taxes, developed by the IRS nearly four decades ago in 1986. Over One Hundred Million personal income taxes are filed each year.

Electronic Filing involves formatting the data of a tax return return into an electronic form and then transmitting that data to the IRS and certain states via secure encrypted Internet connection such as SSL individually or in batches.

An additional new method, utilizing the Internet for the transmission medium to the service centers in real time, was developed and FileYourTaxes.com was the first company, successfully employing this method of eFiling taxpayer returns with the California Franchise Tax Board and the California Board of Equalization. Starting during the 2011 Tax Filing season, IRS adopted Modernized eFile (MeF) as the filing mode of choice for the personal income tax eFilings and FileYourTaxes.com currently uses this filing method.

Certain advantages to eFiling:

• Increased efficiency in processing. Prior to transmission, the return information is subjected to stringent error checks. Once transmitted, the Service Center performs a more extensive error check, resulting in a filed return with significantly low error rates.

• Because of increased efficiency, coupled with the new IRS customer account infrastructure (CADE 2) the time it takes to issue your refund is reduced. If you are able to receive your refund electronically, you may receive your refund sooner than you thought.

• If you owe the government money, we have multiple options available. In all cases, a paper voucher will be available to print and mail to the Government. Tax payments need to be made on or before the due date of the return, normally April 15th, even when you eFile. Direct Debit (Electronic Funds Withdrawal or ACH Debit) is another payment option also available through our system. FileYourTaxes.com was a proud participant in the IRS pilot of this program under the name “ACH Debit Pilot Program” during the 1998 tax year filing and the Direct Deposit pilot even prior to that period.

• Electronically filed returns are acknowledged by the IRS and if accepted, the returns will be identifiable with a Submission ID.  Additionally, FileYourTaxes.com provides an electronic postmark (ePostmark) for all the returns filed. This postmark will have the same effect and validity to the IRS as the postmark affixed at the post office, and as an added advantage, will be correlated with the eFiled return. Such a definitive relationship may not be obtained through the regular post office postmark, even if a method of mailing certification is employed.

A : OnLine Electronic Filing (eFile) is filing your returns via the Internet, with products such as FileYourTaxes.com 

If you eFile your taxes using our system, the IRS and States will acknowledge its receipt and indicate to us if your return was accepted or rejected.

Online eFiling consists primarily of four parts:

1. Construction of the return based on the information you provide;
2. Formatting of the file–able electronic file (eFile) and the printable (.pdf) file for the user to download;
3. eFiling (transmitting) your tax eFile, and;
4. Filing the paper portion (if necessary): If you are required to submit certain paper documents, the Form 8453 may be used to transmit and summarize these paper documents.

A : Yes. The IRS and states allow the taxpayer to request that their personal income tax refunds be sent by direct deposit to their bank account at no additional charge. The IRS states that the Direct Deposit option is the fastest way to receiving refunds from the IRS.

You will need the following information to complete the Direct Deposit request. The information can be obtained from official financial institution records, account cards, checks or share drafts that contain the taxpayer’s name and address. It is recommended that you check with your financial institution to confirm this information.

 

 

Item	Instructions
Routing Transit Number (RTN)	The first two digits of the routing number must be 01 through 12 or 21 through 32. Do not use a deposit slip to verify the number because it may contain internal routing numbers that are not part of the actual routing number. On the sample check below, the routing number is 250250025.
Bank Account Number (DAN)	The account number can be up to 17 digits. Omit hyphens, spaces, and special symbols. Enter the number from left to right and leave any unused boxes blank. On the sample check below, the account number is 20202086. Do not to include the check number.
Type of Account	The type of account can either be savings or checking.

 

 

What to do if you enter an incorrect routing or account number:
If you filed a return with an incorrect routing or account number you must wait until the return is accepted or rejected by the Government.

• If the return is rejected, in addition to other required corrections you need to make, simply correct the routing or account number and resubmit the return to the Government.
• If the return is accepted,
  • You cannot make changes to your direct deposit instructions through FileYourTaxes.com
  • If you incorrectly enter an account or routing number and your designated financial institution rejects and returns the deposit, the IRS and most states will issue a paper check for that portion of your refund. IRS indicates that this will result in refund delays of up to ten weeks.
  • If you incorrectly enter an account or routing number that belongs to someone else and your designated financial institution accepts the deposit, you must work directly with the respective financial institution to recover your funds. For federal filings if you’ve contacted the financial institution with no results, complete IRS Form 3911, Taxpayer Statement Regarding Refund. The IRS will contact your bank on your behalf to attempt to recover your refund.

Other notes on Direct Deposit:

• You cannot change your direct deposit instructions after your return has been accepted.
• The account you designate for Direct Deposit must be in the taxpayer’s (and spouse’s if married filing joint) name. Some financial institutions do not permit the deposit of joint individual income tax refunds into individual accounts or into check or share draft accounts that are  payable through  another institution. Taxpayers should verify their financial institution’s Direct Deposit policy before they elect the Direct Deposit option.
• The IRS allows taxpayers to split federal refunds between up to three qualified accounts. A qualified account can be a checking, savings, or other account such as an individual retirement arrangement (IRA), health savings account (HSA), Archer MSA, Coverdell education savings account (ESA), and Treasury Direct online account.
• For federal filings, taxpayers can get tax refund status 24 hours after the IRS accepted the tax return by visiting the Where’s My Refund tool at www.IRS.gov/Refunds.

FileYourTaxes.com provides the facilities to assist the WebTv users.

Many WebTv users are our clients and have been with us for years. We believe that we are the only OnLine company providing this specialized service. It is our understanding that printing is an inconvenience to most of the WebTv users. To alleviate this inconvenience, we found that the best approach was to provide paper copies of the return to the users. Those who have been with us previously, order these documents containing the mailing instruction and envelope(s) when required, directly as they are doing their taxes. Others, normally will place an order after the fact. These additional services are provided for free.

The reader may refer to the Pricing page for additional information. Also the Frequently Asked Questions (FAQs) contains many other items of interest for the user.

We look forward to assisting all members of the WebTv community.

A : If your return is ACCEPTED and your return shows you are due a REFUND, you need to take no other action.

A : If your return is ACCEPTED and your return shows a BALANCE DUE, please verify your payment was accepted by the Government and completed.  If you choose to pay the Government with a paper check, you will need to mail that check to the Government.  If you used an electronic payment method, Direct Debit, then just check your bank or card statement to ensure the payment goes through as scheduled.  You can also log in to your account and view your eFile status to ensure the Government received your payment information.

Once we receive the acknowledgment of your eFiled return’s acceptance from the Government, we are given no further information about the refund or payment process.  FileYourTaxes.com is merely an OnLine service and normally does not act as your tax preparer. Because we do not have a limited or full power of attorney from you, the tax agencies will not share information about your return with us.   As a result, we will not be able to answer any questions about your refund delivery time frame or if your refund is adjusted or delayed.

IRS suggests that you track the status of your refund through the Where’s My Refund application directly from the www.irs.gov homepage. Please note that it may take the IRS up to 72 hours to post your return information after it has been accepted. If you have not received your refund three weeks after the date of your acknowledgment, or if you have any other return related questions, you may contact the IRS, toll free at

1-800-829-4477

If there are paper attachments that need to be submitted as part of the eFiled return, you must mail the Form 8453 to the IRS. If you indicated that you will include paper documents in your filing, the Form 8453 will be available to print if you log in to your account and select to Print Completed Forms.

DO NOT attach W-2 or 1099 Forms, or other portions of the return such as the cover page.

You can print the main form and many of the pages of your return when you are at the Summary page. These printable forms are marked with the “PDF” icon next to them. You can print your final accepted eFiled return once it is accepted.   

We deliver the printable files for you to download in pdf format.  Normally, you may use a popular browsers to read the files with the aid of the Adobe Acrobat Reader.  We recommend the use of current major browsers. It is our understanding that the Adobe Reader and the browsers may be downloaded free of charge from their respective websites.

Certain readers that are supplied with products that are different then the Adobe Acrobat may not function properly.  As indicated above, be sure that you have the most recent version of the browser suggested and the Adobe Acrobat reader.

If you need to communicate with us, it is very important that you always log into your return and send a secure message from within the system.

A : If your return is REJECTED, we will communicate to you:

1. The date of rejection
2. Why it was rejected
3. What you need to do to correct the error
4. If the return will not be re–transmitted, or is not transmittable, the instructions on how and when you need to file your return with the IRS.

Most of the rejects occur due to errors in the Social Security Numbers (SSNs), birth dates or the Employer ID Numbers. Please check these numbers very carefully. Also, if there has been a name change (such as by marriage) and not reported to the Social Security Administration, returns with such SSNs will reject.

A : To complete the OnLine eFiling process, you will need to fill out the required consent clauses, and sign your return electronically. This is done by use of the Self Selected PIN. When submitting your taxes OnLine, and then have them eFiled, you will have to accept the Consent to Disclosure and Jurat statements required by the governments. Additional data such as birth dates, eMail addresses and IP addresses are also required by the governments.

Normally the same Consent to Disclosure and Jurat format is used by the states. For instance, the State of California Franchise Tax Board, will accept the same language provided, except that all occurrences of “IRS” are replaced with “FTB”.

Please also review our privacy statement and the Terms of Use page.

A : Electronic Funds Withdrawal (EFW), or Direct Debit is a way to pay your tax liability directly from your bank account using the ACH, or Automated Clearing House banking network.

With this method you can instruct the Government to debit your account for your tax payment at the same time you file your return.  There is no fee imposed by the Government or FileYourTaxes.com for direct debit payments.

When filing a Form 1040 Personal Income Tax Return, Form 4868 Application for Automatic Extension, or a State tax filing with a balance due, as you finalize the tax return filing, the System will ask if you want to pay using a Paper Check, Credit Card, or Direct Debit.  If you select Direct Debit, you will be asked to enter information about your financial institution.  The information can be obtained from official financial institution records, account cards, checks or share drafts that contain the taxpayer’s name and address. It is recommended that you check with your financial institution to confirm this information.

You will need the following information to complete the Electronic Funds Withdrawal transaction:

 

 

 

Item	Instructions
Routing Transit Number (RTN)	The first two digits of the routing number must be 01 through 12 or 21 through 32. Do not use a deposit slip to verify the number because it may contain internal routing numbers that are not part of the actual routing number. On the sample check below, the routing number is 250250025.
Bank Account Number (DAN)	The account number can be up to 17 digits. Omit hyphens, spaces, and special symbols. Enter the number from left to right and leave any unused boxes blank. On the sample check below, the account number is 20202086. Do not to include the check number.
Type of Account	The type of account can either be savings or checking. Many credit unions don’t allow an electronic funds withdrawal from a savings account. Please check with your financial institution for further details.
Amount of Tax Payment	Enter the amount you want withdrawn from your bank account. Payments should be in whole dollars.

 

 

 Additional Information:

• Be sure that your financial institution allows EFW requests from the designated account. Some credit unions do not permit direct debits from share accounts.
• The Government generally confirms receipt of the payment.  It is recommended that after your filing is accepted you check your eFile status.  On the eFile status page, confirmation of payment will appear on the screen and you can verify the payment details.
• Submitting an Electronic Funds Withdrawal authorization authorizes the US Department of the Treasury, State, or other Government Agency to transfer the payment amount from the specified bank to the Government’s account.
• A transaction will be shown on your bank statement as proof of payment.  For IRS payments it may appear as “IRS USA Tax Payment”, or “IRS USA Tax Pymt.”
• If the payment date requested is a weekend or bank holiday, they payment will be withdrawn on the next business day.  In that case the bank may put a hold on those funds and treat it as a pending transaction.
• The payment amount will be debited in a single transaction.  No recurring or partial withdrawals will be made.

Cancellation, Errors, and Questions

• If the return is rejected, in addition to other required corrections you need to make, simply correct the routing or account number and resubmit the return to the Government.
• Once your return is accepted, information pertaining to your payment, such as account information, payment date or amount, cannot be changed. If changes are needed, the only option is to contact the Government agency.
• In the event your financial institution is unable to process your payment request, you will be responsible for making other payment arrangements, and for any penalties and interest incurred.
• For federal payments,
  • IRS e-file Payment Services at 1-888-353-4537 to inquire about or cancel a payment, or to report problems such as bank closures, lost or stolen bank account numbers, closed bank accounts, or unauthorized transactions. If calling to inquire about your payment, IRS recommends that you wait 7 to 10 days after your return was accepted before calling.
  • Cancellation requests must be received no later than 11:59 PM ET two business days prior to the scheduled payment date.
  • If a payment is returned by your financial institution (e.g., due to insufficient funds, incorrect account information, closed account, etc.) the IRS will mail a notification letter to the address we have on file for you, explaining why the payment could not be processed, and providing alternate payment options. For questions regarding the letter, please call 1-888-353-4537.
  • Contact the IRS immediately at 1-800-829-1040 if there is an error in the amount withdrawn.
  • In the event Treasury causes an incorrect amount of funds to be withdrawn from a bank account, Treasury will return any improperly transferred funds.
• For state payments, please contact your state revenue agency

If you choose this Electronic Funds Withdrawal to pay your federal tax liability, you will need to sign a jurat and consent form. The states may use the same or similar consent statements. An example of the Federal Electronic Funds Withdrawal Consent is below.

 

 

 

Electronic Funds Withdrawal Consent If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my Federal taxes owed on this return and/or payment of estimated tax, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke (cancel) a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment.

 

 

A : FileYourTaxes.com provides an electronic postmark (ePostmark) to each completed and constructed return filed by our system. The ePostmark is based on our system clock, located in the United States Pacific Time Zone. Taxpayers must adjust the ePostmark to the time zone where they reside to determine the postmark’s actual time.

The receipt of an ePostmark provides filers with confidence that they have filed their return timely. The date of the ePostmark is considered to be the date of filing when the date of ePostmark is on or before the prescribed due date, even if  the return is received by the IRS after the prescribed due date for filing.  This is similar to the postmark generated by the post office for an item mailed.

All requirements pertaining to the signing of the return,  timely resubmission of a rejected timely filed return must be adhered to for the ePostmark to be considered as the date of filing. If the ePostmark is after the prescribed deadline for filing, the IRS actual receipt date, not the date of the ePostmark, becomes the filing date.

The ePostmark, in effect tells the tax agencies when the completed, file–able return was perfected and received by us. We consider the return to be received when the return data entry process is completed, the checkout process is completed (even if there is no fee associated with the filing, and the filing is submitted for electronic filing by the user.

Once an ePostmark is generated, we retain this ePostmark as your ePostmark of record. In the event that your return is rejected, the corrected return will be submitted with the same ePostmark for a specified period of time. If however, the time allowed for re–transmission of the rejected return is beyond that allowed by the Government due going beyond the date of normal filing deadline, a new ePostmark will be issued and that new ePostmark will be your ePostmark of record in our system.  In the latter case, it is presumed that, in the absence of an extension, the filing may be considered to be late and create associated penalties and interest.

FileYourTaxes.com is faster, convenient, contemporary and hassle-free alternative to filing your taxes the old-fashioned way.

• No installation of software is involved.
• Electronic filing (eFile) option – We eFile your taxes free.
• Fill the tax forms on your computer screen, click a button — and your taxes are ready to be filed electronically.
• If you choose the Direct Deposit option, your refund will be deposited into your bank account with the speed of the electrons as specified by the IRS and the established state processes. If you have a balance due, you may have your balance due amounts paid through Electronic Funds Withdrawal – Direct Debit . 

We eFile Federal Resident Individual Income Tax returns to the Internal Revenue Service (IRS) Service, in the Modernized eFile (MeF) format through the IRS’ MeF platform. The State of California Franchise Tax Board (FTB) filings are made to the Direct Filing Portal. Both the MeF and FTB eFiling process is achieved virtually in real time. Other filings are made in batch mode. Supported State income Tax Returns will be eFiled in a linked or unlinked fashion, wrapped within the Federal package with or without the Federal filing.  

You will be able download copies of your accepted return at no charge to you once the data entry is complete.  

FileYourTaxes.com will construct and file your taxes. However, we will not act as your official tax preparer. If you choose to file your taxes with our system, we assume that you are familiar with the tax laws and regulations that apply to you. If you do not possess this familiarity, we recommend that you seek professional assistance. You are also responsible for submitting correct and accurate information pertaining to your tax return. We will not assume any liability for for the accuracy of data that you enter.

 FileYourTaxes.com, FileYourTaxes.org and FileYourTaxes.net are owned and operated by Taluy California Corporation doing business as FileYourTaxes.com.

You may reach us
by email at taxman@FileYourTaxes.com,
by telephone at (805) 256-1788, or
by mail at P O Box 7657, Oxnard, CA 93031-7657.

We offer the convenience for you to eFile a completely Paperless Federal return. The Internal Revenue Service (IRS), based on the experience gained from the the ECN Pilot Program and the Practitioner PIN Pilot Program of many years ago, made it possible for virtually all qualifying taxpayers to electronically sign (eSign) their tax returns by entering a five digit self selected pin number along with a piece of previous year tax data, which is referred to as the “shared secret”. The shared secrets consist of the previous year’s adjusted gross income amounts with a tolerance of +/- $1.00 (One Dollar). For the case of joint filers, the information must be entered for both, even if it is the same information. Our system is designed to provide these items automatically for our clients who have filed through us for the previous year. It should be noted that the information will have to be the same as it appeared in the originally filed and accepted return. If the return was modified and or amended later, the original numbers still are required for this purpose. Also the previous year PINs can be provided as a shared secrets.

All returns eFiled must be signed using eSignatures. The Form 8453 is no longer used as signature delivery document. The Form 8453-OL no longer exists.

Additional information may be obtained from the IRS offices or by calling 1-800-829-1040.

 

WARNING
Please note that the IRS WILL check the information you submit for the prior year amount(s) of the “Shared Secret” (the AGI). If the amount(s) are not within the tolerances specified above, your return will be REJECTED and will have to resubmitted.

IMPORTANT: If you are not sure of the amount(s), contact the IRS and ask for them to issue you a PIN to use in association with your eFile.

The five digit eFile PIN should not be confused with the six digit Identity Protection PIN issued by the IRS in few situations.

A : Electronic Filing program allows an extensive number of forms to be transmitted. However all forms may not be transmitted electronically. Further, there are limitations on the number of allowed forms that can be transmitted. If a number is not indicated, only one count of that form may be transmitted.

Current system configuration will accommodate the following forms with the known stated exceptions, if any. All of the forms may not be available at the beginning of the season. If your requirements are beyond the limitations presented here, you may not be able to use our service. The filed state forms will follow the lead of the used Federal forms and there may be additional state limitations as will be indicated on the state pages in the system. All of the the offered forms may not be available early season. The offered forms are as follows:

U S Resident Individual Income Tax Return

Forms 1040, 1040A & 1040EZ
Form 1040  Schedule A — Itemized Deductions
Form 1040  Schedule B — Interest and Ordinary Dividends
Form 1040  Schedule C — Net Profit or Loss
Form 1040  Schedule D — Capital Gains and Losses
Form 1040  Schedule E — Supplemental Income and Loss
Form 1040  Schedule EIC — Earned Income Credit
Form 1040  Schedule F — Profit or Loss from Farming
Form 1040  Schedule H — Household Employment Taxes
Form 1040  Schedule R — Credit for the Elderly or the Disabled
Form 1040  Schedule SE — Self-employment Tax
FEC — Foreign Employer Compensation for eFile
Form Payment  — Form Payment for eFile
Form   982  — Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 1116 — Foreign Tax Credit (Individual, Estate, or Trust)
Form 1310 — Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 2106 — Employee Business Expenses
Form 2120 — Multiple Support Declaration
Form 2441 — Child and Dependent Care Expenses
Form 2555 — Foreign Earned Income
Form 3800 — General Business Credit
Form 3903 — Moving Expenses
Form 4137 — Social Security and Medicare tax on Tip Income
Form 4562 — Depreciation and Amortization
Form 4563 — Exclusion of Income for Bona Fide Residents of American Samoa
Form 4684 — Casualties and Thefts
Form 4797 — Sales of Business Property
Form 4868 — Application for Extension of Time to File U.S. Income Tax Return
Form 4952 — Investment Interest Expense Deduction
Form 5329 — Additional Taxes Attributable to IRAs, et. al
Form 5405 — First-Time Homebuyer Credit (Credit section not eFilable)
Form 5695 — Residential Energy Credits
Form 6251 — Alternative Minimum Tax
Form 6252 — Installment Sales
Form 8283 — Noncash Charitable Contributions
Form 8396 — Mortgage Interest Credit
Form 8582 — Passive Activity Loss Limitations
Form 8606 — Nondeductible IRA, et. al.
Form 8812 — Additional Child Tax Credit
Form 8824 — Like-Kind Exchanges
Form 8829 — Expenses for Business Use of Your Home
Form 8862 — Information To Claim Earned Income Credit After Disallowance
Form 8863 — Education Credits (American Opportunity, Hope and Lifetime Learning Credits)
Form 8867 — Paid Preparer’s Earned Income Credit Checklist
Form 8878 — IRS e-file Signature Authorization for Form 4868 or Form 2350
Form 8879 — IRS e-file Signature Authorization
Form 8880 — Credit for Qualified Retirement Savings Contributions
Form 8888 — Direct Deposit of Refund to More Than One Account
Form 8889 — Health Savings Accounts (HSAs)
Form 8903 — Domestic Production Activities Deduction
Form 8917 — Tuition and Fees deduction
Form 8919 — Uncollected Social Security and Medicare Tax on Wages
Form 8948 — Preparer Explanation for Not Filing Electronically
Form 8949 — Sales and Other Dispositions of Capital Assets
Form 8962 — Premium Tax Credit
Form 8965 — Health Coverage Exemptions

The known limitations of the system with regard to the currently accommodated forms are as follows:

FORM 1040/GENERAL

Addresses:
Foreign addresses allowed for use on the Federal Return. However, there may be separate state limitations.

Even though you may have had a domestic address during the tax year, foreign address entered here automatically disqualifies eligibility for the earned income credit (EIC). The system will qualify and calculate EIC on the basis of a U. S. (50 states, DC and APO designations) address. If you are otherwise eligible for EIC, DO NOT use this system.

United States Possessions
American Samoa (AS)
Guam (GU)
Puerto Rico (PR)
The Commonwealth of the Northern Marianna Islands (MP)
U. S. Virgin Islands (VI)
are also considered to be foreign addresses. But due to certain special postal rules, the Possession addresses must be entered in the same format as the U. S. addresses. It is VERY important that you note the following: If you need to file Form 4563 for exclusion of income for residents of American Samoa, you can not use this system. If you need to file Form 8689 for Allocation of Tax to Virgin Islands, you can not use this system. If you need to exclude any Section 933 income from sources in Puerto Rico, you cannot use this system. If your wage statements are other than the standard U. S. W-2 forms (such as 499R-2/W-2PR, W-2VI, W-2AS, etc.) you can not use this system. However, if you were issued a W-2GU and you were not a resident of Guam or Samoa for the full tax year, you may use this information return document as you would a regular W-2. See the information for W-2GU below.

Please note that APO and FPO addresses are not considered foreign addresses.

Alimony:
If you paid alimony to more than one person, you cannot use this system

Deductions:
If you are filing as “not a full year resident” return, you can not use this system.

Differences between the Federal and state amounts:
Differences between the Federal and state amounts required for state reporting will normally not be calculated automatically. You will need to accumulate and provide these amounts separately in the state information input section, if and as may be applicable.

Estimated Taxes:
The system will not calculate estimated taxes. However, you may download estimated tax forms free of charge through our website site.

If you made estimated payments with a previous spouse, or made payments under a different name, you cannot use this system.

The system will not calculate under withholding penalties (Form 2210). Therefore, if such obligations exist, the eventual total tax liability may be different than what is calculated through the system.

Filing Status:
If filing status is “Married Filing Separately”, return may not be filed electronically in the “Community Property States”. These states are:
AZ CA ID LA NM NV TX WA WI
If you, and/or your spouse, if married filing jointly, were a part year resident, and you must file as such, you can not use this system.

Foreign addresses:
Foreign addresses are accommodated. However, as stated above, the following should be noted:

If you need to file Form 4563 for exclusion of income for residents of American Samoa, you cannot use this system.

If you need to file Form 8689 for Allocation of Tax Virgin Islands, you cannot use this system. If you need to exclude any Section 933 income from sources in Puerto Rico, you can not use this system.

If your wage statements are other than the standard U. S. W-2, and W-GU forms as will be discussed below, (such as 499R-2/W-2PR, W-2 VI, W-2AS, etc.) you can not use this system.

There may be dis allowance of foreign addresses on state returns.

IRA deductions:
If your combined earned income for the tax year is less than $10,000 on a joint return ($1,000 additional for each spouse, if over the age 49), you can not use this system.

Salary deferrals:
If you have excess salary deferrals, you cannot use this system

Social Security Recipients:
If your filing status is Married Filing Separately, and you lived with your spouse any time during the tax year,  you may not be able to exclude any of your benefits. If were covered by retirement plan at work or through self-employment, or repaid benefits in  the tax year, or need to file Forms 4563, 8815 or excluding employer-provided adoption benefits, or income from sources within Puerto Rico, you can not use this system.

SCHEDULES

Schedule A:
If you are reporting the names, addresses and social security numbers of more than one person (individual, NOT financial institutions) to whom you paid home mortgage interest, you can not use this system. You can report the information for only one such person

If you are not required to file Form 2106, and use Schedule A to report such expenses, you can not provide additional employee business expenses for the same person on Form 2106.

All contributions are presumed to be contributions limited to 50% of AGI and all the recipients are those also qualify (such as churches, synagogues, mosques, temples, and others as defined under the heading of “50% Limit Organizations” in IRS Publication 526 — Charitable Contributions) for this limit.  Otherwise, you cannot use the system.

Schedule B:
If you have excludable interest on series EE US savings bonds issued after 1989, or need to file Form 3520 or 926 in relation to foreign trusts, you cannot use this system. The tax-exempt interest amounts earned from US Savings Bonds and Treasury Obligations cannot be accommodated by the system if form 8815 is required

Schedule C:
This system does not support C-EZs, and will file Schedule Cs only.

If you did not materially participate in this business AND you have a loss, you cannot use this system. Likewise if all or some of the investment in this business was not at risk, you cannot use this system. If you are not at risk with any items, you cannot use this system.

If you have more than one business based on Statutory Employee earnings, or if this business has more than five such W-2 forms, you cannot use this system.

The system has a limit of 8 “Other expenses”.

If one spouse’s W-2 wages matches with any of the amounts listed as statutory employee income for the other spouse, you cannot use this system.

Schedule D:
If you have Section 1202 gains, Unrecaptured Section 1250 Gains, or items for special treatment you can not use this system.

Schedule E:
If you are not at risk with any items, you cannot use this system.

Be certain that you understand “active participation” and gains and losses pertaining to “passive activities”. All of the real estate rental activities are presumed to be with active participation even though they may be classifies as a passive activity.

You may NOT have actively participated in the activity for the tax year of this return, and yet had a passive activity loss from a prior year in which you actively participated.

If you need to develop a separate Passive Activity Loss AMT calculation, you need to provide this separately into the AMT form. The system will not calculate this (passive activity) amount for you.

If you are NOT at risk with any of the Partnership or S Corporation items, or you will be treating the items differently than stated on Schedule K-1(s) and you are required file Form 8082, you cannot use this system.

Schedule EIC:
If you are a Minister or a member of a religious order, and your W-2 form includes amounts paid to you as housing allowance, or the rental value of the parsonage, you cannot use this system to file for Earned Income Credit.

Schedule F:
If you need to file more than 2 Schedule F forms, you cannot use this system.

Please note that if all your investment in this farming activity was not at risk in the event that this activity generated a loss, or you did not materially participate in this activity, you cannot use this system.

If you cannot group them to be included in the number of fields allowed and need to enter more than 20 “Other Expenses” items, you cannot use this system.

The vehicle business use percentage will be calculated on the basis of the mileage information provided for that vehicle.

The system will not accommodate the Form 4835-Farm Rental Income and Expenses, and the Schedule J-Farm Income Averaging.

Schedule H:
If (1) you pay unemployment taxes for more than one state, or (2) you had not paid all state unemployment contributions for the tax year by April 15, of the following year, or (3) wages you paid taxable for FUTA were not taxable for your state’s unemployment tax, you cannot eFile this, or use this system.

Further, if you are not filing this form as part of your personal income tax return, you cannot use this system. This form cannot be eFiled separately.

Schedule SE:
The system will not accommodate optional farm or non-farm methods to calculate net earnings or the use of such items in the calculation of self-employment tax.

If you filed Form 4631 and received acceptance from IRS or ever filed Form 2031 you can not use this system.

If you were a U. S. citizen employed by a foreign government (or, in certain cases, by a wholly owned instrumentality of a foreign government or an international organization under the International Organizations Immunity act) for services performed in United States, Puerto Rico, Guam, American Samoa, the Commonwealth of the Northern Mariana Islands (CNMI), OR if you were a self employed U. S. citizen or a resident alien living outside of the United States, in a country that has social security agreements with the United States and you contributed to such a fund in that country, you can not use this system. Fees received as a notary public are exempt from SE tax. If your “Principal business or profession” in the Schedule C is entered as “NOTARY PUBLIC” the net income from this business (Schedule C) will not be subjected to SE Tax. For this reason, your notary business must be listed separately. If the notary business income is part of another business activity and is reported jointly with the income of this activity, you can not use this system. If you choose to include the notary fees in the Schedule C of the other activity and define the “Principal business or profession” based on that activity, the notary fees will also be subjected to SE Tax.

If you ere a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had more than $400 or more of other net earnings from self-employment, or you are an Exempt Notary or referencing Form 4029, you can not use this system.

FORMS

Form W-2:
This must be Form W-2G for the current Tax Year .  For instance, if you are filing a 2012 tax return, the form must indicate on it that it is for 2012.

If your wage statements are other than the standard U. S. W-2 forms or W-2GU forms as described below (such as 499R-2/W-2PR, W-2 VI, W-2AS, etc. you can not use this system.

Payer name cannot be the same as the names on the tax return.

If you have missing or incorrect W-2s, you cannot use this system. You should first contact your employer to rectify this matter. You must have a W-2 issued by your employer. Do not use other earning statements.

If you have Dependent Care Benefits, and your filing status is Married Filing Separately, the system will not calculate your Child and Dependent Care credit. Because of this, all of your Dependent Care Benefits will be taxable income to you. Be sure to investigate if other filing statuses are applicable to you if you have qualified dependent care expenses.

The system may not accommodate payments and withholding pertaining to two or more states.

Due to the fact that the amounts are not always reported properly, information that should be provided in boxes 12 and 14 will not be automatically used. Any pertinent sums from these boxes, and relevant amounts written-in on other parts of the W-2 forms will have to be manually provided to the system as required, on to the special input fields provide in the system.

Form W-2G:
This must be Form W-2G for the current Tax Year .  For instance, if you are filing a 2012 tax return, the form must indicate on it that it is for 2012.

Payer name cannot be the same as the names on the tax return.

The year of the (Winning) Date must also be for the current tax year.

Form W-2GU:
This must be Form W-2GU for the current Tax Year .  For instance, if you are filing a 2012 tax return, the form must indicate on it that it is for 2012.

Payer name cannot be the same as the names on the tax return.

The taxpayer must be a resident of the United States who had not excluded any income for Guam or Samoa for the current Tax Year .  For instance, if you are filing a 2012 tax return the form must indicate on it that it is for 2012. The taxes paid to Guam will be used as credit for US income taxes withheld, and the income shown on this form will be reported, wholly as US earned income.

Form 1099-G (Your Input Form):
If you repaid unemployment amounts for a previous year benefits, and the amount was over $3,000 and you wish to take tax credit for this amount, you can not use this system. This must be for the current Tax Year .  For instance, if you are filing a 2012 tax return, the form must indicate on it that it is for 2012.

Form 1099-R:
This must be Form 1099-R for the current Tax Year .  For instance, if you are filing a 2012 tax return, the form must indicate on it that it is for 2012.

Payer name cannot be the same as the names on the tax return.

Box 2a & 2b
An entry must be made in the “Taxable Amount” field. If the taxable amount is not determined, you cannot use this system

If you have corrective distribution reports on your F1099-R pertaining to excess salary deferrals, or excess contributions to a retirement plan you cannot use this system.

If the distribution code below contains G or H, the taxable amount must be zero for you to use this system.

Box 7
Refer to 1099-R input page for for allowed codes.

Regardless of how many distributions you have, if you choose, or allowed more than one payment exception upon the group, you can not eFile this return, or use this system. The same limitation also applies to your spouse, independently. The system may limit your exceptions based on IRS limitations.

If a disability pension was received before the minimum retirement age defined by the employer, and the distribution code checked does not correspond to Codes 2 or 3, you can not use this system if you wish your disability pension to appear as earned income.

If there are amounts for more than for one state, or the state name is not the same as the state return filed, if any, you cannot use this system. You generally cannot file Non-Resident State returns on this system.

If your Form 1099-R includes a capital gains distribution, you should not use this system. This amount will not be used for calculation purposes and may cause the payment of a higher tax amount.

Form 1310:
Do not use this form if you are filing a joint return as the surviving spouse, or court appointed or certified representative, or if the refund will be paid based on state law. Such returns can not be eFiled at this time.

Form 2106:
If there were more than two vehicles used during the course of the year by the employee, and this use created employee business expenses, you cannot use this system.

The clean air vehicle properties may increase the limits of your depreciation. This system will not accommodate such increases. If you need to include such items, you can not use this system.

If you need to depreciate a vehicle put into service before January 1, 1996, you can not use this system.

You are allowed one Form 2106 for yourself, (and one for your spouse if you are married filing jointly). If you need more than one form per person, or need to file more than total of 2 forms,  you can not use this system.

If you use Form 2106, you can not provide additional employee business expenses for the same person, separately on Schedule A.

Form 2120:
The beneficiary to this form must be the taxpayer (or spouse if filing Married Jointly) with the same name and SSN as listed on the return.

Form 2441:
The system is limited to a maximum listing of five care providers. If you need to list more than five care providers, you cannot use this system.

You must have valid Identification Number for your care provider(s) and “Qualifying” persons. If you do not have such a number, you cannot use this system.

If the expenses were paid for prior year care, you cannot use this system.

If your filing status is Married Filing Separately, and you wish to claim this credit, you cannot use this system. If you have Dependent Care Benefits, and your filing status is Married Filing Separately, the system will not calculate your Child and Dependent Care credit. Because of this, all of your Dependent Care Benefits will be taxable income to you. Be sure to investigate if other filing statuses are applicable to you if you have qualified dependent care expenses.

Form 2555:
If you had made a revocation relevant to foreign earned income exclusion or the housing exclusion within the last 5 (five) years, you cannot use this system.

If you maintained more than one separate foreign residence at differing cities or countries because of adverse living conditions at your tax home, you cannot use the system.

If you entered the United States or its Possessions during the tax year, you are limited to eight such entries. If the number of entries were greater than eight, you cannot use this system. The start year of bona fide residence has to be after 1950 to be able to use this system,

If the end year of bona fide residence is not the current tax year of this return or continuing, you cannot use this system.

You are not allowed to use Form 1116 (Foreign Tax credit)  if you are using this exclusion form.

Form 3903:
You are limited to one Moving expense form. If you need to file more moving expense forms, you cannot use this system.

Form 4136:
The form pertains to more common fuels.  It will not accommodate all fuels or registration requirement related entries.

Form 4137:
If you need to list more than three employers, you cannot use this system.

Even if you disagree with your employer’s figures, and you intend to report a lesser amount than the total allocated tips reported on your W-2 forms, you cannot use this system.

Form 4562:
There is a limit of 30 depreciation forms for electronic filing purposes. If you will require more than 30 depreciation forms, you cannot use this system. Please note that you may not be required to fill-out a depreciation form in every case where a depreciation expense can be reported.

If you have more than three entries in more than 50% qualified business use category or the other category for listed property, you can not use this system.

The system will not accommodate listed assets placed in service prior to 1987. If you are depreciating vehicles designed to run primarily on electricity, you cannot use this system.

Information on use of vehicles: The system will allow input for three vehicles in this section. If you need to input information for more than three vehicles in this section, you can not use this system.

You are limited to two property or class entries per form for the purposes of Section 179 deduction. If you need to make additional entries on a given form, you cannot use this system. You may group properties belonging to the same class.

If you need to make more than one entry for assets entered into service during the year of the tax return that are subject to GDS or ADS and that are of the same recovery period you can group them under the same class, or list them separately. Please review the future implication for your case can not use this system. Please note that you may make an election to group assets in general asset accounts.

If you need to make more than two beginning amortization entries, you can not use this system. However, you may combine amounts that are covered by the same code section.

Form 4952:
If an election is made to include, any amount of the capital gain from the disposition of property held for investment in the investment income, you cannot use this system.

Form 5329:
The form will accommodate the tax (penalty) on early distributions from regular IRA’s, SEP’s, SIMPLE’s and pension plans and the exceptions for avoiding penalty, and the standard penalty determination, only.

Form 6251:
In regards to Alternative Minimum Tax (AMT), this system will not accommodate inputs directly from Schedule K-1’s. Installment Sales related items, Foreign Tax Credit, Passive Activities, Net Operating Loss carryovers, Schedule D amounts containing unrecaptured section 1250 gain (or anticipated for AMT purposes), sale of disposition of business assets, investment interest expense election including net capital gains in investment income, and items covered under “at risk’ rules will not be accommodated by the system.

If you need to develop a separate Passive Activity Loss calculation AMT calculation, you need to provide this separately into the AMT form. The system will not calculate this (Passive activities) amount for you.

If the taxpayer is a person under 14 years of age by midnight of the first day of the calendar year after the tax year (January 1st), and is required to file the AMT form based on investment income, “Single” is the only allowable filing status for this person in this system.

Form 6252:
eFiling is limited to reporting of the disposition of ten occurrences. If you need to report more than three installment sales, you cannot use this system.

The system will not calculate the Form 4797 recapture amounts automatically.

The system will accommodate business property and capital assets, but will not be able to define non capital assets. If you disposed of non capital assets and need to report them, you cannot use this system.

Form 8606:
The form is generated by the system automatically to report the nondeductible IRA portion calculated if the contributions reported were within the legal maximum for that that year, but limited otherwise, due to income, etc.

Form 8812 & Additional Child Tax Credit:
If you have exclusion of income from Puerto Rico, you cannot use this system.

If you are a Bona Fide resident of American Samoa you cannot use this system.

If you have any uncollected Social Security or Medicare or RRTA taxes, you cannot use this system.

Form 8824:
Presumption is made that installment sales method does not apply to the reporting made on Form 8824. If it is an installment method, it should be reported on Form 6252. The system will not accommodate both submitted through this form.

The system will not calculate or verify the validity of the statutory periods association with the identification and/or the receipt of the property.

If you gave up not-like-kind property, you will need to report it in this form. However, the system will not carry this amount into other parts of the return. You will need to show this portion in the same manner as if the exchange has been a sale. Depending on the type of property, you may also need to make the appropriate entry (i. e., Schedule D listing, Form 4797 listing, etc.).

Ordinary income under recapture rules will need to be calculated by the user. The system will not calculate these amounts and will not compare them with the Form 4797 entries. However this amount will be carried to the required field on Form 4797.

Form 8829:
If you entered your home in service of your business during the tax year, or if you sold your home that was in service of your business during the tax year and/or have any amount of net gains or losses derived from the business use of your home on Schedule D or Form 4797, or if you have items resulting from casualty losses, you can not use this system. For the automatically calculated depreciation the system will not accommodate homes placed in service prior to 1987 and will use a 31.5 year life until May 12, 1993 and 39 year life thereafter in automatic depreciation calculation.

If you are using your home for more than one business and you wish to use a Form 8829 for each one of these businesses, please make the appropriate allocation of the areas for each business without overlapping. If this is not possible, you cannot use this system. You are limited to 5 such forms, each only in association with a Schedule C.

If you have more than one place of business and you wish to use the Form 8829, you cannot use this system.

Form 8863:
If you have exclusion of income from Puerto Rico, you cannot use this system.

If you are a Bona Fide resident of American Samoa you cannot use this system

Form 9465:
If the amount pertains to a year prior to 1986, you cannot use this system.  Dollar limitations also apply.

There may be changes to this document during season without prior notice.

FileYourTaxes.com provides two methods of filing extensions. The first is eFiling to the Government service centers. The second is based on filled in forms or blank forms which are mailed in by the taxpayer to the service centers in the traditional manner.

In most cases, the extensions refer to extension to file tax and do not extend the time to pay the tax. When an extension is filed, based on the available information the best estimate of the tax liability should be made and compared to the amounts of tax withheld or paid for the tax year in question. If a balance due exists, this amount should be paid together with the extension to file.

Different tax agencies have differing filing requirements based on whether a balance due amount exits or not. The table below summarizes these requirements. An extension has to be filed for the case where an “X” exists.

The information provided is not comprehensive and complete and is general in nature. This information should not be relied on as the final determination or form of the each agency. You should consult with the tax agency for specific application of their rules to your case.  The last update: 10/2012.

The legend for the following table is as follows:

• BAL: If a balance due amount is indicated in the extension, the extension must be filed.
• NBL: If a NO balance due amount is indicated (refund or zero balance) in the extension, the extension must be filed.
• EFI: The extension can be eFiled by FileYourtaxes.com
• TIME: The extension due date is the same as the Federal if X, otherwise, the date shown.
• FED: Federal extension will serve as a state extension also.

 

 

 

Agency	BAL	NBL	EFI	TIME	FED
IRS: 4868	X	X	X	—	—
State: Form
AL: 4868A	—	X	—	X	—
AR: AR1055	X	X	—	X	X
AZ: 204	X	X	—	X	X
CA: FTB 3519	X	—	—	X	—
CO: DR 0158-I	—	—	—	X	—
CT:
DC:
DE:1027	X	—	—	X	—
GA: IT-303	X	X	—	X	X
HI:
IA:
ID:
IL: IL-505-I	X	—	—	X	—
IN:
KS:	X	—	—	X	X
KY: 40A102	X	X	—	X	X
MD:
MI: 4	X	—	—	X	X
LA:
MA:
ME:
MO: MO-60	X	—	—	X	X
MS:
MT:
NC: D-410	X	X	—	X	—
ND:
NE:
NJ:
NM:
NY: IT-370*	X	X	—	X	X
OH: IT40-P	X	—	—	—	–
OK: 504	X	X	—	X	X
OR: 40-EXT	X	X	—	X	X
OR:
PA:
RI:
SC:
UT:
VA:
VT:
WI:	X	—	—	X	X
WV:

*Special codes indicated on the return may also serve as an extension under certain circumstances in NY when filed.

 

The extensions have to be filed no later than the normal due date of the return (usually April 15th for the individual returns, may vary with states). If extension is requested for additional time to file based on a previously filed extension, this latter extension, if file–able, must be filed prior to the expiration date of the previously filed extension.

The following extension to file forms are supported:

Internal Revenue Service — IRS
Form 4868
Application for Automatic Extension of Time to File U. S. Individual Income Tax Return
This form is available for virtually all tax payers to use to automatically obtain a four month extension to file their personal income taxes. The form is due on the due date of the personal income tax return, the fifteenth day of the fourth month following the month ending the tax year of the taxpayer. For most taxpayers, the tax year coincides with the calendar year. Therefore, the extension can not be filed later then April 15th. Of course if this day falls on a Saturday, Sunday or a holiday, then the filing date is normally extended to the next business day.

If you are a U. S. citizen or resident and were out of the country, you may automatically have two extra months, beyond the filing date mentioned above, to file your return. If this is the case, you may file this form for four extra months. "Out of the country" means either:

1. You live outside the United States and Puerto Rico and your main place of work is outside the United States and Puerto Rico, or
2. You are in military or naval service outside the United States and Puerto Rico.

If you qualify as being "out of the country", you will still be eligible for the extension even if you are physically present in the United States or Puerto Rico on the regular due date of the return.

The IRS Form 4868 also acts as a Gift and Generation-Skipping Transfer (GST) Tax extensions provided that there is no need for payment for Gift and GST taxes. If a payment is to accompany the extension request for Gift and GST taxes, the IRS Form 8892 must be filed.

The IRS Form 4868 may be filed for Joint Married filers as well as those filing their taxes individually. The form may be eFiled only through the tax due date . If eFiled, Automatic Funds Withdrawal-Direct Debit method for the payment of the balance due amount of the Personal Income tax liability is provided.

 

Arizona Department of Revenue
Form 204
Filing Extension
Arizona will accept your federal extension for the same period. Use this form to apply for an automatic four (4) month extension. Also use this form to apply for an additional two (2) month extension. NOTE: If you have a federal extension, you do not need to request an Arizona extension. Remember, Form 204 must accompany any extension payment even if you have a federal extension.

This form can not be eFiled and is available only on paper form.

California Franchise Tax Board – FTB
Form 3519
Payment Voucher for Automatic Extension for Individuals
This voucher form is required if a balance due amount is to be sent to the FTB for the extension. If no additional amounts are owed or a refund is anticipated, FTB does not require the submission of a request, the taxpayer is automatically granted an extension of six months to file. The payment is to be submitted in the form of a paper check together with the voucher. The normal filing date is the same as the Federal return as outlined above.

This voucher can not be eFiled and is available only on paper form.

Colorado Department of Revenue
Form DR 158-I
Extension Payment Voucher for Colorado Individual Income Tax
If you can’t file your Colorado tax return by April 17, 2007, you may file your Colorado return on or before October 16, 2007 without filing a written request for extension. However, to avoid late payment penalties, you must pay at least 90% of your tax liability by April 17 and the balance when you file by October 16.

This voucher can not be eFiled and is available only on paper form.

Delaware Division of Revenue
Form 1027
Application for Automatic Extension of Time to File a Delaware Individual Income Tax Return
File this application on or before April 30th, OR before the original due date of Form 200-01, 200-02, OR 200-03 EZ, if you are filing a fiscal year return. However, if the due date for filing your return falls on a Saturday, Sunday or legal holiday, substitute the next regular business day. This application is to be used by an individual to request an automatic five and half (5 ½) month extension of time to file Form 200-01, 200-02, or 200-03 EZ.

An extension of time to file may be filed on-line at www.state.de.us/revenue instead of filing the paper form. If you wish to file the form 1027 extension on-line and you owe tax, you must use a direct debit from your checking or savings account.

Georgia Department of Revenue
Form IT-303
Extension Request
Federal extension will be accepted as a Georgia extension if: (1) The return is received within the time as extended by the INTERNAL REVENUE SERVICE, and (2) A copy of the Federal extension(s) is attached to the return when filed. NOTE: There is no extension for payment of tax. Income tax or corporate net worth tax must be paid by the prescribed due date to avoid the assessment of late payment penalties and interest. If a payment is to be made, the payment must be submitted with Forms IT-560 or IT-560C, not with the extension form.

Illinois Department of Revenue
Form IL-505-I
Automatic Extension Payment
Illinois automatically grants all taxpayers a six-month extension of time to file Form IL-1040. For calendar year filers, the filing date is automatically extended to October 16. You are not required to file Form IL-505-I in order to obtain this automatic extension. However, you must pay any tentative tax due in order to avoid any late-payment penalty and interest on tax not paid by the original due date of your return. The purpose of Form IL-505-I, Automatic Extension Payment, is to provide taxpayers who are unable to file their Form IL-1040, Individual Income Tax Return, by the due date a means of calculating and remitting their tentative tax liability on or before the original due date of the return and to pay this liability.

This voucher can not be eFiled and is available only on paper form.

Kansas Department of Revenue
— — —
No Extension Form
If you are unable to complete your Kansas return by the filing deadline, you may request an extension of time to file. If you filed a form Form 4868 with the INTERNAL REVENUE SERVICE for an automatic extension to file, enclose a copy of this form with your completed Form K-40 to receive a four-month extension to file your Kansas return. Kansas does not have a separate extension form. If you are entitled to a refund, an extension is not required to file the return after the original due date. To pay a tax balance due for an extension, use the Kansas Payment Voucher (K-40V). Check the box on K-40V indicating extension payment.

This voucher can not be eFiled and is available only on paper form.

Kentucky Department of Revenue
Form 40A102
Application for Extension of Time to File Individual, General Partnership and Fiduciary Income Tax Returns for Kentucky
Taxpayers who request a federal extension are not required to file a separate Kentucky extension. The requirements may be met by attaching federal Form 4868 (automatic extension) to the Kentucky return. Interest applies to any income tax paid after the original due date of the return. If the amount of tax paid by the original due date is less than 75 percent of the tax due, a late payment penalty may be assessed (minimum penalty is $10). Interest and late payment penalty charges can be avoided by remitting payment with the Extension Payment Voucher in the lower portion of the Form 40A102.

This voucher can not be eFiled and is available only on paper form.

Michigan Department of Treasury
Form 40A102
Extension of Time to File Michigan Tax Returns
To request more time to file your Michigan tax return, send a payment of your estimated tax to Treasury with a copy of your approved federal extension (U.S. 4868) on or before the original due date of your return. Treasury will extend the due date to your new federal due date. If you do not have a federal extension, file an Application for Extension of Time to File Michigan Tax Returns (Form 4) with your payment. Treasury will not notify you of approval. Do not file an extension if you will be claiming a refund.

This form can not be eFiled and is available only on paper form.

Missouri Department of Revenue
Form MO-60
Application for Extension of Time to File
Missouri grants an automatic extension of time to file to any individual, partnership, or fiduciary if you filed a Federal extension. You do not need to file a Form MO-60 (Application for Extension of Time to File) unless:
You expect to owe a tax liability for the period, or you want a Missouri extension but not a Federal extension.or you want a Missouri extension but not a Federal extension. If you seek a Missouri extension exceeding the Federal automatic extension period. Form MO-60 must be filed on or before NOTE: Individual income tax filers are not required to file a Form MO-60 if:
1) You have an approved federal extension, OR
2) You do not expect to owe additional income tax, OR
3) You anticipate receiving a refund.

This voucher can not be eFiled and is available only on paper form.

New York State Department of Taxation and Finance
Form IT-370
Application for Automatic Six-Month Extension of Time to File for Individuals
If filed before the due date, will allow taxpayer an automatic extension of six months to file. When an application for an automatic six-month extension of time to file is submitted, full remittance must be made of the amounts properly estimated. If you owe tax, you have to pay it by the original date your return is due. An extension of time for more than six months may be granted upon written request for taxpayers who are outside the United States and Puerto Rico, or who intend to claim nonresident status under provisions of section 605(b)(1)(A)(ii) of Tax Law (548-day rule), as explained in Publication 88, General Tax Information for New York State Nonresidents and Part-Year Residents. Attach your written request for this extension along with a copy of the approved Federal Form 2350. Acceptance of federal Form 4868: Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. If you expect to receive a refund or anticipate having no amount of New York State, New York City or Yonkers income tax or state or local sales or use tax remaining unpaid as of the due date of your return, we will accept a copy of federal Form 4868 in place of Form IT-370. Send us a copy of federal Form 4868 on or before the due date of your return. Write “New York State Copy” at the top of the form.

You may ask for your extension online instead of using paper Form IT-370, Application for Automatic Six-Month Extension of Time to File for Individuals, to ask for an extension of time to file your return, you have two electronic options. If you have Internet access, you can complete your request for free from our Web site at www.nystax.gov, under Electronic Services. If you owe tax, you have to pay it by the original date your return is due. The Web and eFile applications let you pay through direct transfer of funds from your bank account (ACH debit) or by credit card (credit card service providers charge a fee). If you want to send a check or money order, you can print out a payment voucher to mail with your payment and ensure that your account is properly credited.

North Carolina Dept. of Revenue — NCDOR
Form D-410
Application for Extension — Individuals, Partnerships, Estates, Trusts and Gifts
This automatic six month extension is required regardless of the existence of an amount due. If additional amounts are owed, the taxpayer is to pay this amount together with this extension, in the form of a paper check or direct debit if done on the NC-DOR website. The normal filing date of filing is same as the Federal return as outlined above. There may be a fee for making payments to the state OnLine.

Paper Voucher can be generated Online at the NC-DOR website.

Ohio Department of Taxation
Form IT 40P
Income Tax Extension Payment Voucher

This voucher be paid via electronic check at tax.ohio.gov.

Oklahoma Tax Commission
Form 40-EXT
Application for Extension of Time to File an Oklahoma Income Tax Return
Since the Oklahoma return cannot be completed until the Federal return is completed, the Oklahoma Tax Commission has administratively adopted the policy of honoring the automatic Federal extension, when no additional state tax is due, as an extension of time to file the Oklahoma return. When you file your Oklahoma return, simply enclose a copy of the Federal extension. Therefore, you only need to use this form to apply for additional time to file your income tax return when you owe additional Oklahoma income tax or you do not have a Federal extension. Also, corporations need to use this form when filing for additional time beyond that granted by the Federal extension. When you file your Oklahoma return, enclose a copy of the Oklahoma Extension.

This form can not be eFiled and is available only on paper form.

Oregon Department of Revenue
Form 504
Application for Automatic Extension of Time to File Oregon Individual Income Tax Return
Complete Oregon Form 40-EXT only if you owe Oregon tax you cannot file your Oregon return by the normal due date of the return; or you are filing an extension for Oregon only. Generally, Oregon allows you the same extension you have for your Federal return. However, in some cases, you will need to file the Oregon extension form, Form 40-EXT.

This form can not be eFiled and is available only on paper form.

Wisconsin Department of Revenue
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No Extension Form
If you cannot file on time, you can get an extension. You may use any federal extension provision for Wisconsin, even if you are filing your federal return timely. You do not need to submit a request for an extension to the department prior to the time you file your Wisconsin return. When you file your Form 1, attach either a copy of your federal extension application (for example, Form 4868) or a statement indicating which federal extension provision you want to apply for Wisconsin (for example, the federal automatic 6-month extension provision). Note You will owe interest on any tax that you have not paid by normal due date of the return. This applies even though you may have an extension of time to file. If you do not file your return by the normal date of the return, or during an extension period, you are subject to additional interest and penalties. If you expect to owe tax with your return, you can avoid the 1% per month interest charge during the extension period by paying the normal due date of the return. Submit the payment with a 2006 Wisconsin Form 1-ES. You can get this form at any Department of Revenue office.

This voucher can not be eFiled and is available only on paper form.

FileYourTaxes.com provides the construction and electronic file transmission of both Personal and Business returns. The return types filed are listed below, indexed by the agency that receives them. Below is the list of all agencies that we intend to transmit returns to this season.

IRS — Internal Revenue Service

• 1040 Series
  1040EZ, 1040A, 1040, and Extensions.
  The same limitation also apply to state personal income taxes.
• Employer 1099 Filings

SSA — Social Security Administration

• W-2 Forms — Employer filing

STATES

ALABAMA
AL-DoR — Arizona Department of Revenue

• AL Form 40 series Resident returns

ALASKA
No personal income tax filing required at this time

ARKANSAS
AR-DoR — Arkansas Department of Revenue

• Personal Income Taxes

ARIZONA
AZ-DoR — Arizona Department of Revenue

• Personal Income Taxes

CALIFORNIA
FTB — Franchise Tax Board

• Personal Income Taxes
  CA Form 540 Series; 540-2EZ and 540 series Resident, Part Year Resident, and Nonresident Returns
• Personal Income Tax — Paper extensions

COLORADO
CO-DoR — Colorado Department of Revenue

• Personal Income Taxes
  Form 104 series Resident and Nonresident returns

CONNECTICUT
CO-DoRS — Connecticut Department of Revenue Services

• Personal Income Taxes

DELAWARE
DE-DoR — Delaware Division of Revenue

• Personal Income Taxes
  DE Form series Resident returns

FLORIDA
No personal income tax filing required at this time

GEORGIA
GA-DoR — Georgia Department of Revenue

• Personal Income Taxes

HAWAII
HI-DoT — Hawaii Department of Taxation

• Personal Income Taxes

IDAHO
ID-STC — Idaho State Tax Commission

• Personal Income Taxes

ILLINOIS
IL-DoR — Illinois Department of Revenue

• Personal Income Taxes
  IL Form 1040 series Resident and Nonresident returns

INDIANA
IN-DoT — Indiana Department of Taxation

• Personal Income Taxes

IOWA
IA-DoR — Iowa Department of Revenue

• Personal Income Taxes

KANSAS
KS-DoR — Kansas Department of Revenue

• Personal Income Taxes
  KS Form 40 Resident returns

KENTUCKY
KY-DoR — Kentucky Department of Revenue

• KY Form 740 series Resident returns
  Resident returns

LOUISIANA
LA-DOR — Louisiana Department of Revenue

• LA Form IT-540 series Resident returns
  Resident returns

MAINE
ME-RS — Maine Revenue Services

• Personal Income Taxes

MARYLAND
MC-CoM — Comptroller of Maryland

• Personal Income Taxes

MASSACHUSTTS
MA-DoR — Massachusetts Department of Revenue

• Personal Income Taxes

MICHIGAN
MI-DoT — Michigan Department of Treasury

• Personal Income Taxes
  MI Form 1040 series Resident returns

MASSACHUSTTS
MA-DoR — Massachusetts Department of Revenue

• Currently not filed

MINNESOTA
MN-DoR — Minnesota Department of Revenue

• Personal Income Taxes

MISSISSIPPI
MS-DoR — Mississippi Department of Revenue

• Personal Income Taxes

MISSOURI
MO-DoR — Mississippi Department of Revenue

• Personal Income Taxes

MONTANA
MT-DoR — Montana Department of Revenue

• Personal Income Taxes

NEBRASKA
NE-DoR — Nebraska Department of Revenue

• Personal Income Taxes

NEVADA
No personal income tax filing required at this time

NEW HAMPSHIRE
NH-DoRA — New Hampshire Department of Revenue Administration

• Interest and Dividends Tax

NEW JERSEY
NJ-DoT — New Jersey Department of Taxation

• Personal Income Taxes
  NY Form IT-201 & IT-203 series Resident and Nonresident returns

NEW MEXICO
NM-TRD — New Mexico Taxation and Revenue Department

• Personal Income Taxes
  NM Form PIT-1 series Resident and Nonresident returns

NEW YORK
NY-DoTF — New York Department of Taxation and Finance

• Personal Income Taxes
  NY Form IT-201 & IT-203 series Resident and Nonresident returns

NORTH CAROLINA
NC-DoR — North Carolina Department of Revenue

• Personal Income Taxes
  NC Form 400 series Resident returns

NORTH DAKOTA
ND-OoSTC — Nebraska Office of State Tax Commissioner

• Personal Income Taxes

OHIO
OH-DoT — Ohio Department of Taxation

• Personal Income Taxes
  OH Form 1040 Resident returns

OKLAHOMA
OK-TC — Oklahoma Tax Commission

• Personal Income Taxes
  OK Form 511 series Resident returns

OREGON
OR-DoR — Oregon Department of Revenue

• Personal Income Taxes
  OR Form 40 Resident returns

PENNSYLVANIA
PA-DoR — Pennsylvania Department of Revenue

• Personal Income Taxes

RHODE ISLAND
RI-DoT — Rhode Island Division of Taxation

• Personal Income Taxes

SOUTH CAROLINA
SC-DoT — South Carolina Department of Revenue

• Personal Income Taxes

SOUTH DAKOTA
No personal income tax filing required at this time

TENNESSEE
No personal income tax filing required at this time

TEXAS
No personal income tax filing required at this time

UTAH
UT-STC — Utah State Tax Commission

• Personal Income Taxes
  UT Form TC-40 Resident and Nonresident returns

VERMONT
VT-DoT — Vermont Department of Taxes

• Personal Income Taxes

VIRGINIA
VA-DoT — Virginia Department of Taxation

• Personal Income Taxes

WASHINGTON
No personal income tax filing required at this time

WEST VIRGINIA
WV-DoR — West Virginia Department of Revenue

• Personal Income Taxes

WISCONSIN
WI-DoR — Wisconsin Department of Revenue

• Personal Income Taxes
  WI Form 1 series Resident returns

WYOMING
No personal income tax filing required at this time